Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,449 | $116,167-90.1% | $64,489-82.2% | $137,256-91.7% |
| Participation rate | 78.6% | 68.2%+10.4pp | 67.7%+10.9pp | 80.0%-1.4pp |
| Annual return | 0.96% | 36.55%-35.6pp | 55.03%-54.1pp | 220.34%-219.4pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $171 | $4,215-95.9% | $2,778-93.8% | $6,407-97.3% |
| Admin fee / account holder | $8,209 | $6,188+32.7% | $4,260+92.7% | $12,270-33.1% |